Your Financial Future
Today’s economic environment presents many challenges
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions. With challenges comes opportunities and potential rewards for those who can identify long-term trends.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment and financial planning services are offered by Carol Dixon through her affiliation with HD Vest
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
How Income Taxes Work
A quick look at how federal income taxes work.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
What’s the deal with your yearly free credit report?
It's important to make sure your retirement strategy anticipates health-care expenses.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are a few things to consider when buying or leasing your next vehicle.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A special needs trust helps care for a special needs child when you’re gone.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you have causes that you want to support with donations? Here are three tips.